Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in BUI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $54,591 | 2,125 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $55,611 | 2,125 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $54,718 | 2,125 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $25,164 | 1,112 | Shares | Sole | 2025-05-13 |
| 2024-09-30 | $9,311 | 375 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $8,306 | 375 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $8,088 | 375 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $75,824 | 3,475 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $235,481 | 11,875 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $617,009 | 27,995 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $678,634 | 28,300 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $569,098 | 27,400 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $651,448 | 32,475 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $622,486 | 28,450 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $1,138,368 | 44,800 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $1,057,479 | 39,725 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $854,420 | 34,000 | Shares | Sole | 2021-11-12 |